Atlantic Union BanksharesAUB

13F holders, Q1 2026 (March 31)
435holders +23
56new positions
33sold out
4famous investors
$35.73avg. 13F price*

At the end of Q1 2026, 435 institutions reported holding Atlantic Union Bankshares Co. (AUB) in their 13F filings, up 23 from Q4 2025. 56 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($734.7M), Vanguard Portfolio Management LLC ($312.0M) and Dimensional Fund Advisors LP ($272.9M). 4 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Atlantic Union Bankshares Co.
CUSIP
04911A107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 274Q1 2024Q2 2024: 274Q2 2024Q3 2024: 304Q3 2024Q4 2024: 338Q4 2024Q1 2025: 356Q1 2025Q2 2025: 383Q2 2025Q3 2025: 397Q3 2025Q4 2025: 412Q4 2025Q1 2026: 435Q1 2026Q2 2026: 453Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions56$31.0M
Exits33$58.7M

All 13F filers, Q4 2025 → Q1 2026: 7,886,174 shares bought and 6,413,731 shares sold, net +1,472,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 435 holders

BlackRock, Inc. 0.01% Add +0.0% 20,557,827 $734.7M
Vanguard Portfolio Management LLC 0.02% — 8,729,234 $312.0M
Dimensional Fund Advisors LP 0.06% Add +1.4% 7,635,464 $272.9M
State Street Corp. 0.01% Add +3.2% 7,367,487 $263.3M
Vanguard Capital Management LLC 0.01% — 6,367,334 $227.6M
T. Rowe Price Investment Management, Inc. 0.12% Add +93.5% 4,769,963 $170.5M
North Reef Capital Management LP 5.27% Reduce -6.3% 4,285,000 $153.1M
Geode Capital Management, LLC 0.01% Add +3.0% 3,488,806 $124.7M
Franklin Resources Inc. 0.03% Add +3.6% 3,358,989 $120.1M
Earnest Partners LLC 0.36% Reduce -2.6% 2,455,989 $87.8M
Congress Asset Management Co. 0.57% Add +14.1% 2,241,874 $80.1M
American Century Companies Inc. 0.04% Reduce -1.7% 2,204,736 $78.8M
Westwood Holdings Group Inc. 0.52% Reduce -1.7% 1,994,507 $71.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.4% 1,780,345 $63.6M
Ameriprise Financial Inc. 0.01% Add +4.6% 1,776,786 $63.5M
Goldman Sachs Group Inc. 0.01% Reduce -11.6% 1,573,521 $56.2M
GW&K Investment Management, LLC 0.49% Reduce -2.9% 1,562,111 $55.8M
Systematic Financial Management LP 1.26% Reduce -0.7% 1,533,559 $54.8M
Morgan Stanley 0.00% Reduce -4.6% 1,484,007 $53.0M
Northern Trust Corp. 0.01% Add +3.7% 1,436,305 $51.3M
Thrivent Financial for Lutherans 0.10% Add +0.4% 1,418,385 $50.7M
William Blair Investment Management, LLC 0.16% Add +24.2% 1,380,238 $49.3M
Bank of New York Mellon Corp 0.01% Reduce -2.7% 1,341,139 $47.9M
Nuveen, LLC 0.01% Add +0.9% 1,337,337 $47.8M
Invesco Ltd. 0.00% Reduce -10.4% 991,953 $35.5M
Principal Financial Group Inc. 0.02% Add +40.1% 951,373 $34.0M
Balyasny Asset Management L.P. 0.07% Add +53.5% 930,726 $33.3M
Vanguard Fiduciary Trust Co. 0.01% — 918,421 $32.8M
Bank of America Corp. 0.00% Add +53.4% 886,978 $31.7M
Fort Washington Investment Advisors Inc. 0.16% Add +36.8% 829,469 $29.6M
London Co. of Virginia 0.18% Reduce -3.2% 820,010 $29.3M
DAVENPORT & Co LLC 0.16% Add +3.1% 784,472 $28.0M
Atlantic Union Bankshares Corp 0.51% Reduce -9.7% 747,323 $26.7M
Stieven Capital Advisors, L.P. 5.65% Reduce -0.3% 740,157 $26.5M
Envestnet Asset Management Inc. 0.01% Add +16.2% 659,998 $23.6M
Tributary Capital Management, LLC 2.22% Reduce -2.9% 638,899 $22.8M
Verity & Verity, LLC 1.66% Add +20.4% 623,717 $22.3M
Deroy & Devereaux Private Investment Counsel Inc. 1.07% Add +418.9% 616,040 $22.0M
Wellington Management Group LLP 0.00% Reduce -2.3% 597,076 $21.3M
Schroder Investment Management Group 0.02% Reduce -33.7% 586,438 $20.3M
Aristotle Capital Boston, LLC 1.20% Reduce -13.7% 541,900 $19.4M
Public Sector Pension Investment Board 0.06% Add +2.8% 507,217 $18.1M
UBS Group AG 0.00% Add +0.2% 476,310 $17.0M
Sei Investments Co. 0.02% Add +30.8% 460,912 $16.5M
Kennedy Capital Management LLC 0.33% Reduce -1.3% 429,501 $15.4M
Rhumbline Advisers 0.01% Add +1.6% 403,399 $14.4M
Fisher Asset Management 0.00% Reduce -0.0% 360,253 $12.9M
JPMorgan Chase & Co. 0.00% Add +48.0% 357,501 $12.4M
Legal & General Group Plc 0.00% Reduce -7.9% 328,048 $11.7M
First Trust Advisors LP 0.01% Add +18.8% 322,737 $11.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.2% 307,830 $11.0M
Wells Fargo & Company 0.00% Reduce -32.6% 303,733 $10.9M
Alliancebernstein L.P. 0.00% Reduce -12.1% 295,072 $10.4M
Squarepoint Ops LLC 0.02% Add +377.2% 290,733 $10.4M
Swiss National Bank 0.01% Add +0.4% 282,028 $10.1M
AQR Capital Management 0.00% Add +0.5% 276,944 $9.9M
Pinnacle Associates Ltd. 0.12% Add +1.1% 259,147 $9.3M
Raymond James Financial Inc. 0.00% Reduce -1.7% 258,402 $9.2M
Victory Capital Management Inc. 0.01% Reduce -10.1% 249,679 $8.9M
Osaic Holdings, Inc. 0.01% Reduce -5.3% 246,277 $8.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -29.0% 217,553 $7.8M
ProShare Advisors LLC 0.01% Reduce -1.5% 196,878 $7.0M
Basswood Capital Management, L.L.C. 0.35% No change 190,680 $6.8M
Royal Bank of Canada 0.00% Reduce -8.3% 184,404 $6.6M
GAMCO Investors 0.06% Reduce -3.2% 181,207 $6.5M
Phocas Financial Corp. 0.93% Add +56.2% 165,445 $5.9M
California State Teachers Retirement System 0.01% Add +21.0% 164,102 $5.9M
T. Rowe Price Associates Inc. 0.00% Add +20.7% 151,761 $5.4M
Peregrine Capital Management LLC 0.20% Reduce -8.8% 151,340 $5.4M
LPL Financial LLC 0.00% Add +4.6% 145,473 $5.2M
Prudential Financial Inc. 0.01% Add +8.7% 144,997 $5.2M
Gabelli Funds LLC 0.04% Add +18.6% 143,392 $5.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 141,003 $5.0M
Homestead Advisers Corp 0.13% No change 139,492 $5.0M
Stifel Financial Corp. 0.00% Add +3.4% 139,241 $5.0M
Citigroup Inc. 0.00% Reduce -6.3% 138,751 $5.0M
Rafferty Asset Management, LLC 0.02% Reduce -12.3% 131,000 $4.7M
Two Sigma Investments, LP 0.00% Add +13.5% 130,328 $4.7M
Deutsche Bank AG 0.00% Add +10.5% 126,991 $4.5M
HSBC Holdings PLC 0.00% Add +19.5% 127,030 $4.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.0% 123,288 $4.4M
Quantinno Capital Management LP 0.01% Add +3.0% 115,089 $4.1M
Interval Partners, LP 0.14% New 112,921 $4.0M
Susquehanna International Group, LLP 0.01% Add +177.3% 111,998 $4.0M
Jones Financial Companies LLLP 0.00% Add +197.3% 112,823 $3.9M
Bessemer Group Inc. 0.01% Add +12923.8% 108,358 $3.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -3.9% 107,211 $3.8M
Lazard Asset Management LLC 0.01% Reduce -21.8% 106,922 $3.8M
Murchinson Ltd. 1.54% No change 106,874 $3.8M
Curi Capital, LLC 0.07% No change 106,595 $3.8M
Cerity Partners LLC 0.01% Add +7.6% 104,194 $3.7M
Mendon Capital Advisors Corp. 1.39% No change 100,000 $3.6M
Kestra Advisory Services, LLC 0.01% Reduce -12.8% 99,320 $3.5M
Natixis Advisors, LLC 0.00% Reduce -0.2% 97,424 $3.5M
Creative Planning 0.00% Add +7.4% 96,550 $3.5M
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 96,043 $3.4M
Royce & Associates LP 0.03% No change 94,091 $3.4M
Picton Mahoney Asset Management 0.03% New 92,720 $3.3M
Barclays PLC 0.00% Reduce -66.3% 92,451 $3.3M
1492 Capital Management LLC 1.24% Add +40.8% 91,151 $3.3M

"% of holder's portfolio" is AUB's weight in each manager's 13F, not the share of Atlantic Union Bankshares Co. the manager owns.

Show all 435 holders